+695.1%
KKR vs PH
+804.8%
-109.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.0% |
| 7D | -8.1% | -3.1% | -5.0% | -6.0% |
| 30D | -9.1% | -11.8% | +2.7% | -1.0% |
| 3M | +6.4% | +6.9% | -0.6% | +0.8% |
| 6M | +12.6% | -1.3% | +13.8% | +11.5% |
| YTD | -20.4% | +7.0% | -27.4% | -25.8% |
| 1Y | -27.1% | +23.1% | -50.2% | -38.6% |
| 3Y | +63.8% | +135.4% | -71.6% | -10.1% |
| 5Y | +67.6% | +250.3% | -182.7% | -29.2% |
| All | +695.1% | +804.8% | -109.7% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling